Cassaday & Co Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Cassaday & Co Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Buy	+2,554	New	+$137K	﹤0.01%	417

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cassaday & Co Wealth Management's JBND Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 2,554 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Cassaday & Co Wealth Management held 2,554 shares of JPMorgan Active Bond ETF worth $137K as of Q2 2026.
JPMorgan Active Bond ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
JPMorgan Active Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #417 holding.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.